Is capital rotating from AI to crypto?After a massive rally in AI-related stocks, investors are beginning to take profits. Memory and semiconductor shares have lost momentum, while Bitcoin has rebounded from below $58K to around $62K.
AI winners have delivered huge gains this year—SanDisk (+530%) and Micron (+230%)—but recent pullbacks suggest enthusiasm may be cooling. Meanwhile, Bitcoin is showing signs of renewed demand after hitting a two-year low. 👀
It's still too early to call this a lasting trend, but the market may be entering a new phase: less excitement around AI infrastructure and growing interest in digital assets. If the rotation continues, crypto could be one of the biggest beneficiaries.
